UNITED WAY OF THE MOHAWK VALLEY INC (EIN 150532074) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1921

Legal Domicile

Principal Officer

SUSAN LITERA

Phone

3157334691

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF THE MOHAWK VALLEY INC, founded in 1921, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.7M in total revenue in fiscal year 2023. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $2.2M exceeded revenue, resulting in a 29% operating deficit.

Mission

PROMOTE INDIVIDUAL WELL BEING, STRENGTHEN FAMILIES, AND IMPROVE QUALITY OF LIFE IN OUR COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,659,080

Program Service Revenue $50,000

Investment Income $-35,484

Other Revenue $70,147

TOTAL REVENUE $1,743,743

Expense Breakdown

Grants Paid $824,633

Salaries & Benefits $837,934

Fundraising Expenses $183,721

Program Expenses $1,785,308

Other Expenses $579,152

TOTAL EXPENSES $2,241,719

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,743,743	$2,475,117	-0.3%
Expenses	$2,241,719	$2,815,289	-0.2%
Net Income	$-497,976	$-340,172	+0.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$155,648

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM F PERROTTI	PAST PRESIDENT	1.00	Director	$0	$0	$0
MELISSA MANN	FIRST VICE PRESIDENT, RESOURCE DEVELOPMENT CHAIR	1.00	Officer Director	$0	$0	$0
HANKA GRABOVICA	DIRECTOR	1.00	Director	$0	$0	$0
ERIN M BUSHINGER	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW A NICHOLL	PRESIDENT	1.00	Officer Director	$0	$0	$0
NORMA CHRISMAN	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE HAIRSTON	STRATEGIC IMPACT CHAIR	1.00	Director	$0	$0	$0
PAT HARRINGTON	DIRECTOR	1.00	Director	$0	$0	$0
MARK LEWANDROWSKI	DIRECTOR	1.00	Director	$0	$0	$0
TIFFANY SESTIR	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY B VANDUREN	GOVERNANCE CHAIR	1.00	Director	$0	$0	$0
SABRINA FRYMAN	TREASURER	1.00	Officer Director	$0	$0	$0
JENNIFER AJODHA-EVANS	DIRECTOR	1.00	Director	$0	$0	$0
ROSS BERNTSON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN ECKMAIR	DIRECTOR	1.00	Director	$0	$0	$0
PHYLLIS BRELAND	ADVOCACY CHAIR	1.00	Director	$0	$0	$0
MILLIE OCCHIONERO	MARKETING & COMMUNICATION CHAIR	1.00	Director	$0	$0	$0
DALE SEATON	COMMUNITY ENGAGEMENT CHAIR	1.00	Director	$0	$0	$0
TYLER BRENNAN	DIRECTOR	1.00	Director	$0	$0	$0
HILARIE LYNN	DIRECTOR	1.00	Director	$0	$0	$0
DENISE CAVANAUGH	DIRECTOR	1.00	Director	$0	$0	$0
FRANK DILORENZO	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD M BARONE III	DIRECTOR	1.00	Director	$0	$0	$0
MARC BUTLER	DIRECTOR	1.00	Director	$0	$0	$0
JAIME BONFARDICE	CHIEF FINANCIAL OFFICER - LEFT 2/2024	40.00	Officer	$81,778	$4,005	$85,783
MATTHEW CARACAS	CEO/EXECUTIVE DIRECTOR, SECRETARY - LEFT 10/2024	40.00	Officer	$65,077	$173	$65,250
SUSAN LITERA	CEO/EXECUTIVE DIRECTOR, SECRETARY	40.00	Officer	$4,615	$0	$4,615
ANDREW CHANEY	CHIEF FINANCIAL OFFICER	40.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$1,743,743	$2,241,719	$2,452,215	$-497,976
2024	No data	No data	No data	No data
2023	$2,475,117	$2,815,289	$2,844,085	$-340,172
2022	$3,372,877	$3,440,243	$3,028,065	$-67,366
2021	$3,599,339	$3,312,849	$3,142,804	$286,490
2019	$2,380,610	$2,548,951	$2,921,756	$-168,341
2018	$2,043,328	$2,357,193	$3,096,464	$-313,865

UNITED WAY OF THE MOHAWK VALLEY INC